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Average Ratings 0 Ratings

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ease
features
design
support

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Description

The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.

Description

OxyCRM is an AI-driven customer relationship management platform tailored for businesses in the UK that seek enhanced lead management, customer interaction, and predictive sales analytics. This system facilitates lead acquisition from various sources, including website inquiries, landing pages, live chat, social media, referrals, events, and emails, consolidating them into a single, unified platform. Leveraging generative AI technology, it provides capabilities such as advanced lead scoring that takes into account engagement levels, demographic information, and customer intent; automated follow-ups and reminders; and targeted email drip campaigns to effectively nurture leads while generating dynamic sales forecasts. Sales teams are empowered to personalize their workflows, allocate leads based on region, product category, or team, and collaborate by sharing notes and documents in real time while overseeing tasks like calls, emails, and meetings through a structured timeline for each lead. Users can also benefit from interactive dashboards that enable them to monitor pipeline values, conversion rates, team productivity, and return on investment by lead source, ensuring that they have a comprehensive view of their sales strategy and performance. With these features, OxyCRM positions itself as an invaluable tool for businesses looking to optimize their customer relationship management processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cratio

Founded

2009

Country

India

Website

www.cratiocrm.com

Vendor Details

Company Name

OxyCloud

Founded

2025

Country

United Kingdom

Website

oxycloud.co.uk/OxyCRM.html

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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